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  • Insurance Associate

    ORIX USA 4.7company rating

    Columbus, OH job

    The Associate role is primarily responsible for a portfolio of loans to ensure the insurance obligations as required through loan documents and various investor requirements are maintained by analyzing property, liability, and regional perils to mitigate coverage limits, deductible and other identified deficiencies through correspondence with the Borrower and the Agent to bind adequate coverage on an annual basis. Essential Duties and Responsibilities: Knowledge of core insurance coverages such as Property, Liability, Auto, Crime, Wind/Named Storm, Flood, and Earthquake etc. Review insurance policy renewal information from borrowers and or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements. Ability to remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower. Respond timely to inquiries from internal and external customers, ensuring that the proper notification, escalation, communication, and coordination occurs with management related to the performance of job duties, as needed. Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead as needed. Utilize the Servicing System and other software applications to facilitate insurance reviews. Stay abreast of regulatory requirements relative to the various product types and ensure team members are aware of any internal or external policy or regulatory changes, as appropriate. Other projects and duties as assigned. Education, Skills and Experience: Required: At least 1-3 years of experience in commercial real estate mortgage industry of insurance compliance processing and/or experience in Commercial Insurance selling, underwriting or claims Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail. Ability to manage multiple assignments and transactions simultaneously. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment. Proficiency in Microsoft Office Preferred: Bachelor's degree preferred but not required. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $89k-134k yearly est. Auto-Apply 18d ago
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  • Conflict Checks Senior - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $39k-47k yearly est. Auto-Apply 8d ago
  • Conflict Checks Manager - National Office

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $75k-100k yearly est. Auto-Apply 42d ago
  • Analyst, Production M&A

    ORIX USA 4.7company rating

    Columbus, OH job

    Lument provides comprehensive capital solutions for multifamily, affordable housing, seniors housing and health care services companies. This includes a full suite of financing and strategic solutions such as investment banking, mergers and acquisitions, mortgage banking, private equity, a variety of direct balance sheet lending options, and investment sales. The Mergers & Acquisitions group is seeking an Analyst or Associate to contribute to the growth of the business, focusing on the seniors healthcare industry and ancillary services. The Analyst or Associate will be an integral part of the team, responsible for a variety of technical analysis related to new and existing clients, lead research and development, produce routine reports such as quarterly public company earnings and activities. Lument is currently seeking to hire a Mergers & Acquisitions Analyst or Associate for its Columbus, Ohio or other regional Lument office locations considered such as New York and Dallas. The M&A advisory group within Lument has a lean senior team, led by Wall Street veterans who focus exclusively on sell-side, sale/lease-back, operator replacement, ESOP, and JV/equity capital deployment advisory and will offer an Analyst or Associate transaction exposure typical of more senior professionals. Essential Duties & Responsibilities Supports senior bankers in transaction execution and client management Performs financial analysis and valuation modeling Creates offering memoranda, Power Point presentations, and other collateral Conducts industry research and business due diligence Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit. Contacts This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors. Education, Skills & Experience Required Bachelor's Degree with at least 2-3 years of direct M&A (or highly relevant) experience or MBA with at least 1 year of direct M&A (or highly relevant) experience Active FINRA Series 79 and 63 certifications preferred, or obtained within 60 days of start date Proficiency with MS Office, including Excel, Word, and PowerPoint along with other financial industry tools Strong analytical, written and verbal communication skills Demonstrated self-starter with proven experience working both individually and in a team setting Position requires focus and attention to detail, an independent, self-starter mindset, and the ability to thrive in a fast-paced environment adjusting to varied workloads Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $66k-95k yearly est. Auto-Apply 8d ago
  • Resource Solutions Project Professional

    UHY 4.7company rating

    Remote job

    JOB SUMMARYUHY is a global accounting network with 330 offices and 8,600 staff in 101 countries. In the United States, UHY provides audit & assurance, tax, advisory, and consulting services. Our Resource Solutions Group delivers specialized services for the Office of the CFO, offering experienced interim professionals for a wide range of accounting and finance projects.JOB DESCRIPTION Leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements: Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Requirements 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Bachelor's degree CPA or equivalent certification preferred Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) We Offer Diverse project opportunities with mid-market to large enterprises Comprehensive benefits: Medical/dental/vision insurance, Paid Time Off, Paid Holidays, 401K, Life Insurance WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $66k-87k yearly est. Auto-Apply 60d+ ago
  • Outsourced Accounting Controller - Technology Industry Clients

    Wipfli 4.3company rating

    Remote or Southfield, MI job

    At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to clients and their teams on complex issues. Identify operational inefficiencies through client discovery sessions and recommend actionable improvements. Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in Accounting, Finance, or Business. 4-6 years of experience in public or private accounting. 3+ years managing associates and/or teams. Professional certification (e.g., CPA, CMA) preferred. Proficiency in financial reporting and analysis. Strong planning, prioritization, and organizational skills. Strong project management and relationship-building skills, with a client-first mindset. Excellent written, verbal, and presentation skills. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies. Demonstrated ability to influence others, promote constructive change, and develop team members. Ability to travel up to 10% Elyse Schultz from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID #LI-ES1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $49k-63k yearly est. Auto-Apply 47d ago
  • Director, Underwriting

    ORIX 4.7company rating

    Columbus, OH job

    Reporting to a Deputy Chief Underwriter, the Director is responsible for reviewing, inspecting, and underwriting multifamily agency loan applications, primarily for Freddie Mac and Fannie Mae conventional loan programs. The Associate Director will make informed recommendations to the Chief Credit Officer as well as provide guidance and assistance on agency loan assumptions, as needed. Essential Duties and Responsibilities: * Prepares loan analyses and narratives consistent with Fannie Mae and Freddie Mac requirements. * Demonstrates ability to prepare and deliver Freddie Mac CME submissions. * Summarizes historical property operations. * Performs credit and financial analysis of key sponsors. * Reviews and approves third party reports including property appraisals, physical needs assessments, environmental reports, and zoning reports. * Considerable travel involved to perform property inspections and market evaluations. * When requested by the DCU, review loan screening packages from producers to ensure transaction terms are consistent with OREC, Fannie Mae and Freddie Mac requirements. * Keeps up with industry trends and products offered by competitors * Performs other duties and projects as assigned. * Mentors junior underwriters and underwriting analysts * Expected to underwrite more complex and nuanced transactions * Work professionally and harmoniously with team and coworkers, including delegating, as appropriate, aforementioned tasks to Underwriting Analysts * Travel Requirements - 50% * Other projects and duties as assigned Education, Skills and Experience: * Bachelor's degree in Accounting, Finance, Economics, Real Estate, or other related fields from an accredited college/university. * Results driven achiever with exemplary planning and organizational skills, along with high degree of detail orientation. * Resourceful team player who builds trusting relationships with clients and colleagues. * Proficiency in Microsoft Office and list other relevant systems or software * Excellent organizational, communication, presentation, and interpersonal skills * Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously * Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities * Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team Required: * Minimum 10 years of experience in multifamily agency underwriting. * Ability to read, analyze, and interpret complex legal documents and financial statements. * Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes. Preferred: * Preferably 2-3 years of recent experience in with Freddie Mac CME underwriting submissions. * Working knowledge and understanding of Fannie Mae DUS and Freddie Mac CME multifamily loan programs and underwriting requirements. * Ability to interact and effectively communicate with internal and external customers, including loan analysts, senior management, borrowers, and vendors. * Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $110k-146k yearly est. Auto-Apply 30d ago
  • Resource Solutions - Project Consultant

    UHY 4.7company rating

    Remote job

    JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $77k-99k yearly est. Auto-Apply 60d+ ago
  • Healthcare Revenue Cycle Billing Specialist II (SNF)

    Wipfli 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary: Are you passionate about helping healthcare organizations improve through data-driven insights and collaborative problem solving? As a Specialist II in Wipfli's Healthcare Consulting Practice, you'll work independently with a variety of healthcare clients, skilled nursing facilities, independent living, and assited living, delivering services such as financial and operational analysis, regulatory readiness, and strategic support. You'll play a key role in helping clients navigate complex challenges and implement meaningful improvements. Under the direction of a Senior Consultant, the Specialist II provides business services independently for the firm's more complex clients, ensuring delivery is timely, accurate and serves the client's needs in accordance with company policies and procedures. Responsibilities Responsibilities: Deliver healthcare consulting services to clients independently, ensuring compliance with industry regulations. Analyze and reconcile healthcare-related financial and operational data, including claims, reimbursements, and provider performance metrics. Prepare client-ready reports and documentation aligned with healthcare standards and firm protocols. Support onboarding of new healthcare clients by gathering intake data, configuring systems, and ensuring regulatory readiness. Maintain up-to-date knowledge of healthcare regulations, payer requirements, and industry trends to inform client solutions. Collaborate with cross-functional teams (e.g., compliance, IT, finance) to address client challenges and implement improvements. Respond to client inquiries with professionalism and accuracy, particularly regarding healthcare-specific issues. Proactively communicate with internal teams about project status, risks, and client feedback. Adhere to project timelines, budgets, and documentation standards. Knowledge, Skills and Abilities Qualifications: Associate Degree in Healthcare Administration, Health Information Management, Accounting, or a related field; equivalent experience considered. 3+ years of experience in healthcare consulting, healthcare operations, or a related client-facing role. Familiarity with healthcare systems (e.g., EHRs, claims processing platforms) and regulatory frameworks (e.g., HIPAA, MACRA). Strong analytical skills with the ability to interpret healthcare data and recommend actionable insights. Excellent communication skills, both written and verbal, with the ability to present complex information clearly. Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with healthcare analytics tools is a plus. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $21.00 to $28.00 an hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $21-28 hourly Auto-Apply 3d ago
  • Boomi Enterprise Integration Architect

    Wipfli 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities We are seeking a dynamic and experienced Master Consultant to serve as an Enterprise Integration Architect with deep expertise in iPaaS platforms, particularly Boomi. This role is pivotal in designing and delivering scalable integration solutions that drive digital transformation for our clients. The ideal candidate will be fluent in communicating the strategic value of iPaaS technologies to both technical and business stakeholders, actively contributing to business development through client engagement, solution evangelism, and support of sales initiatives. This position combines technical leadership with consultative selling, making it ideal for professionals who thrive at the intersection of architecture and client success. Key Responsibilities Architect and implement scalable integration solutions using iPaaS platforms, primarily Boomi. Engage directly with clients to understand business needs and translate them into scalable, secure, and efficient integration architectures. Lead technical discovery sessions, solution design workshops, and integration roadmap planning. Demonstrate the value of iPaaS solutions, especially Boomi, through presentations, demos, and ROI analysis tailored to client goals. Collaborate with business development teams to identify opportunities, support pre-sales activities, and contribute to proposal development. Author and present thought leadership content such as whitepapers, webinars, and case studies focused on integration strategy and Boomi capabilities. Mentor junior consultants and technical staff, fostering growth in integration skills and client engagement. Stay current with industry trends, emerging technologies, and best practices in cloud integration and digital transformation. Ensure project delivery excellence, managing scope, timelines, and client expectations while maintaining high-quality standards. Effectively collaborate with distributed teams across the US and India, leveraging talent to ensure knowledge sharing and successful execution of integration projects. Knowledge, Skills and Abilities Required Qualifications Bachelor's degree in engineering, Computer Science, Information Systems, or a related field. Candidates with other academic backgrounds and strong integration experience are also encouraged to apply. 7+ years of experience in enterprise integration architecture, with hands-on expertise in Boomi. Proven ability to manage integration solutions across cloud and on-premise environments. Strong understanding of API management, data transformation, and workflow orchestration. Experience in client-facing roles and business development support. Familiarity with integration best practices, security standards, and compliance requirements. Excellent verbal and written communication skills, with a consultative and solution oriented approach Preferred Qualifications Boomi Professional or Architect certification. Experience with other iPaaS platforms (e.g., Azure, MuleSoft, Workato, Celigo). Background in business development, pre-sales, or technical sales support. Familiarity with industry-specific integration use cases (e.g., healthcare, finance, manufacturing). Awareness of AI capabilities in integration. Experience integrating with systems such as NetSuite, Intacct, Epicor, Microsoft Dynamics, ADP, Procore, Plex, Autodesk. Experience with master data management platforms, data warehouses, and data hubs Ability to operate in both advisory and hands-on implementation roles. Skills & Abilities Ability to plan, prioritize, and organize work under pressure, within budget and time deadlines. Ability to support sales and marketing efforts, including webinars, blogs, whitepapers, and solution presentations Strong client engagement and project management skills. Ability to support sales efforts and contribute to strategic growth. Excellent communication and presentation skills. Proficiency in Microsoft Office and integration design tools. Results-oriented, adaptable, and collaborative with high learning agility. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1 Additional Details Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $117,000 to $158,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $117k-158k yearly Auto-Apply 24d ago
  • Process and Systems Consultant - Construction

    Wipfli LLP 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary As a trusted business advisor to clients in the construction and real estate development industries, you will work closely with cross-functional teams and clients to assess organizational needs and help them navigate complex changes by aligning organizational goals with effectives processes and enabling technology. Responsibilities Responsibilities * Lead and support current-state assessments, process mapping, and future-state design for clients in construction and real estate development. * Facilitation and support digital transformation initiatives with a focus on optimizing people, process, and technology. * Develop and deliver client-ready presentations, reports, and recommendations. * Collaborate with internal and client teams to ensure alignment between business goals and technology solutions. * Contribute to project planning, risk mitigation, and change management strategies. * Support the development of new service offerings and internal methodologies. Knowledge, Skills and Abilities Qualifications * 5+ years of experience in management consulting, preferably with a focus on digital transformation or enterprise systems. * Strong understanding of the construction or real estate development industries. * Proven ability to analyze complex business problems and develop actionable insights. * Demonstrated ability to analyze business challenges and design integrated solutions across people, process, and technology. * Excellent communication, facilitation, and stakeholder management skills. * Experience working in cross-functional teams and managing multiple priorities. * Willingness to travel up to 25% to client sites. Preferred Qualifications * Experience with ERP, HRIS, or Construction Management software * Bachelor's degree in one of the following: Business Administration, Accounting, Engineering, Information Systems, or a related field; MBA or relevant graduate degree is a plus. * Experience with data analytics and reporting tools, preferred. * Experience supporting implementations (systems or change initiatives), preferred. * Experience with industry specific ERPs such as Sage Intacct, CMIC, Trimble Vista/Viewpoint, Foundations, Acumatica, Microsoft F&OS, and others. * Strong knowledge of construction operational tools such as Procore, Autodesk, Bluebeam, Builder, etc. Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $88k-118k yearly Auto-Apply 60d ago
  • Human Resources Business Advisor

    Wipfli 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary - Under the direction of the Human Resources Manager, the HR Business Advisor is responsible for providing day-to-day HR support for internal clients within designated business units while also supporting Talent and Culture initiatives across the firm. HR Business Advisors collaborate with colleagues on the Talent and Culture Team and consult with firm leaders to maximize all aspects of people performance to deliver business objectives. Location: This remote opportunity prioritizes candidates who live within 60 miles of a Wipfli office to foster collaboration and engagement with our internal teams. Preferred locations include Wisconsin (WI), Minnesota (MN), Maine (ME), Illinois (IL), Georgia (GA), Pennsylvania (PA), Virginia (VA), Michigan (MI), and Colorado (CO). We also welcome applications from qualified candidates outside this range, including remote options. Occasional overnight travel may be required, which can include both land and air transportation. Responsibilities Essential Responsibilities: Internal Consultant Provides HR consultation and leadership for multiple business units. Ensures delivery and alignment of Talent and Culture products and services to support achievement of firm strategies. Acts as a collaborator, advisor and coach to partners and associates, advising on matters related to talent management, associate relations, culture, organizational development, leadership and workforce planning. Provides associate relations coaching and counsel to ensure consistency of policy and practice to preserve the health of the firm/associate relationship. Responds to associate inquiries on HR policies, procedures, and programs. Talent and Performance Management Provides advice and counsel to performance coaches and associates regarding performance related concerns, and talent development. Participates in objective investigations related to workplace matters under the guidance of senior members of the field HR team. Facilitates performance evaluation process. Business Knowledge Develops a proven understanding and appreciation of the firm's organizational structure, culture and business objectives to develop and implement HR programs and processes that are aligned with the firm's values and objectives. Provides HR perspective and solutions to business challenges (i.e. organizational changes, acquisitions & divestitures, etc.). Communicates a point of view that illustrates the Talent and Culture implications of business decisions. Identifies problems that affect business strategy and predicts potential obstacles to success. Organizational Development Collaborates with other members of the Talent and Culture team to develop and implement, Talent and Culture strategies, policies and practices in the areas of organizational effectiveness, workforce planning, associate relations, compensation, talent and performance management, change management, associate engagement and professional development. Ensures consistent application of these practices in their designated business units. Special Projects Participates on special and cross-functional projects as needed. These projects could be business unit specific or firm-wide in nature. Leads and supports critical components of Wipfli's M&A activities-specifically acquisitions-by overseeing T&C-related projects to ensure smooth integration and successful outcomes. Other Performs or coordinates the tactical duties necessary to assist or administer various aspects of the firm's compensation and benefit, talent acquisition, organization development, and associate relations programs. Exhibits the ability to follow standardized process templates, collaborates with more senior HR Business Advisors when unique circumstances arise Develops and maintains a high level of process and compliance knowledge and expertise. Identifies and assesses business risk within the scope of their responsibilities and escalates when necessary. Knowledge, Skills and Abilities Knowledge Bachelor's degree in Human Resources or similar field Human Resource Certification (PHR, SPHR, SHRM-CP or SHRM-SCP) preferred 3+ years in human resources Skills and Abilities: Strategic Thinking: The ability to see ahead to future possibilities and translate them into actionable strategies. This involves understanding the complexity of the future, developing long-term plans, and identify interdependencies when making decisions. Project Management: The ability to plan, organize, and oversee projects to achieve specific goals within defined constraints, such as time, budget, and scope. This includes developing clear plans, timelines, and utilizing standardized tools and methodologies for effective project management. It also involves managing multiple tasks and deadlines efficiently, ensuring accuracy, confidentiality, and timely completion of projects Business Acumen: A strong understanding of the firm's organizational structure, culture, values and business objectives to develop and implement HR programs and processes that align. Consultation and Influence: The ability to act as a collaborator, advisor, influencer, and coach to partners and associates. Communication Skills: Confident, effective communication is essential for HR consultation, addressing inquiries, and supporting initiatives. This includes strong verbal, presentation, and written skills to ensure clarity and professionalism. Problem-Solving and Analytical Skills: The ability to identify problems that affect business strategy, predict potential obstacles to success, and provide HR perspective and solutions to business challenges. Adaptability and Flexibility: Participating in special and cross-functional projects, which could be business unit-specific or firm-wide in nature, requires the ability to adapt and be flexible in various situations Teamwork and Collaboration: The ability to work effectively with others towards a common goal, involving coordination, cooperation, active engagement, open communication, and the sharing of ideas and resources. This skill requires trust, respect, and a willingness to consider different perspectives, fostering a productive and harmonious work environment. Communication Written, Verbal, and Presentation Technology Proficient in Word, Excel, and Outlook Proficient in Workday (Preferred) Experience with AI tools and technologies strongly preferred Tiffany Farnsworth, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-TF1 #LI-REMOTE Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000 - $89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $66k-89k yearly Auto-Apply 24d ago
  • Senior Business Developer

    Wipfli 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires a hybrid work arrangement. At Wipfli, hybrid is defined as associates regularly work in a Wipfli office, from home, and other meeting sites. Note that scheduled meetings in the office will require in-person attendance. Job Summary Our Construction and Real Estate (CRE) team is seeking a motivated Senior Business Developer to join in the incredible growth of our CRE practice. The ideal candidate will focus on the growth of the firm's professional services sales into its target client segments by closing on new energy incentive sales opportunities and identifies and provides leads to the various industry resources as appropriate, in accordance with company policies and procedures. Responsibilities Responsibilities: Manages the sales process from lead generation/lead qualification to close according to Wipfli's Sales Methodology. Coordinates the conversion of new client leads, utilizing Wipfli's professional services resources in a team-selling approach. Forms and guides the Opportunity Pursuit Team. Transfer's client relationships to appropriate Wipfli professional services resources at an agreed-upon timeframe. Integrates with the industry /geography teams of professionals to establish a productive working relationship. Shares market intelligence gained through their work with the industry/geography team and the Marketing team. Translates growth/marketing plans into sales tactics within the context of the firm's growth strategy. Produces management reports conforming to reporting guidelines including, but not limited to forecasting and pipeline reporting. Knowledge, Skills and Abilities Required Qualifications: Bachelor's degree in Sales, Marketing, Accounting, Finance, Business, Technology, or Economics or other job related major, or an equivalent level of job-related experience 5-10 years of experience in the energy or A&E space Experience selling specialty tax services to Architecture, Engineering, or Construction firms Requires previous experience with developing executive-level client relationships Requires previous experience in professional sales using a solution-oriented, consultative approach Requires a track record of revenue attainment that meets or exceeds sales goals Requires experience with client accounts of $15 million to $500 million in revenue Alaina Lister, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $95,000 to $161,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $95k-161k yearly Auto-Apply 3d ago
  • Accounting Internship - Spring 2027

    Wipfli LLP 4.3company rating

    Remote or Saint Charles, MO job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week, for full-time interns, or during your working hours, for part-time interns, in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Responsibilities Responsibilities: Interns will be responsible for utilizing educational knowledge and experience to perform numerous accounting related responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and professional manner + Respond to inquiries from client and work with client to gather necessary information for completion of required documents + Use data analysis skills to discover useful information and patterns to provide support in recommendations + Proactively identify improvement opportunities in processes to enhance efficiency ***NOTE: Interns can receive experience in only tax or both tax ANDaudit*** Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed Audit Specific: + Perform audit, review, and compliance testing procedures in accordance with firm and professional standards and as directed by engagement leaders + Communicate with engagement leaders regarding open items, testing problems, or other important matters in a timely manner + Prepare (or review client prepared) financial statements and footnotes, management reports, and other engagement outputs + Develop technical competency with GAAP, especially related to assigned product line What You will Gain + Experience the Wipfli Way first hand while working side by side with professionals from all levels of the firm + Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience in tax and/or audit work, and related software applications + Work as an individual contributor and as part of a team to support client engagements + Gain exposure to a variety of clients and industries ranging from small businesses to large corporations + Develop administrative, professional, and interpersonal skills to the extent of being able to organize, analyze, and communicate with others in a productive and efficient manner Knowledge, Skills and Abilities Qualifications: + Pursuing a Bachelors or Master's degree in Accounting + Above average knowledge in accounting as demonstrated by college GPA; Preferred 3.0 GPA or higher + Ability to think independently and make good decisions based on education and experience + Good communication and interpersonal skills to effectively communicate with clients and staff + Ability to prioritize work, follow through on requests, take initiative and meet deadlines + Must be legally authorized to work in the United States on a full-time basis upon hire. Wipfli will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status) Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn (****************************************** page to connect! #LI-AL1 #LI-Hybrid Additional Details This role requires an in-person work arrangement. At Wipfli, in-person work is defined as associates regularly working 5 days a week in a Wipfli office or at client sites. The client sites can vary locally, regionally, or nationally depending on the industry alignment. Scheduled meetings at the client and in the office require in-person attendance. Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Benefit offerings include paid sick leave; access to free, confidential counseling through our Employee Assistance Program. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms. Job LocationsUS-MO-Clayton | US-MO-St. Charles Job ID 2025-7182 Category Entry-Level/Internships Remote No
    $26k-32k yearly est. 60d+ ago
  • Local Government, Senior Consultant -Technology Management and System Selection

    Berrydunn 4.4company rating

    Remote job

    Our Local Government Practice Group is seeking a Senior Consultant to join our team that services public sector clients (Cities, Counties, and quasi-governmental organizations) across the United States. The primary focus of this consulting role is to support technology assessment and system replacement projects. This role will support our Technology Management and Community Development and Utility Operations practices. Technology Management focuses on Information Technology (IT) master planning, conducts IT strategic plans, and performs IT operational assessments. This role will also support software system assessment, selection, and implementation projects for the Community Development and Utility Operations Practice. Individuals who work remotely and can fulfill the duties of this position are welcome. The preferred candidate will have prior technical experience and experience working in the public sector. This includes, but is not limited to, familiarity with IT staffing issues, the ability to evaluate IT Department efficacy, strategic planning for IT services, and managing the implementation of technical solutions. Additional qualifications encompass working experience with technology and data governance, experience in business continuity and disaster recovery planning, and execution. Experience managing help desk operations, public sector networks, and systems, as well as familiarity with enterprise-level applications like community development, work order, and utility billing systems, is also desirable. The ideal candidate will have prior project management experience and/or certifications, have exceptional organizational skills, be able to work independently, be self-motivated, possess strong leadership capabilities, demonstrate effective written and verbal communication skills, and be willing to travel. The ideal candidate will have experience in one or more of the following areas: 5+ years working in a management role for a local government or public sector organization, or experience working for a vendor or consulting firm servicing local governments. Experience with public sector IT management, capital planning for IT initiatives, knowledge of help desk support, public sector systems, and network management. The candidate should have strong interpersonal skills and the ability to build relationships with potential clients and coworkers Travel Expectations: Willingness to travel 35-50% You Will Leading and supporting delivery of client services Coordinating and overseeing project staffing to support for client initiatives Provide project oversight and collaboration to create written project deliverables Facilitate client sessions demonstrating professionalism and industry expertise Generate client engagement and incorporate feedback from project participants Guide clients, senior executives, and senior technology resources through technology planning processes Demonstration strong project management knowledge and skill Convey to clients professionalism and knowledge of public sector challenges and practices Assist our local government clients in executive decision making and strategic planning Engage with a range of client stakeholders from senior management to front line technical staff and end-users Develop written client deliverables to address opportunities for improvement. Examples include: identification of strategic IT issues, identification of projects to address those issues, development costs and timelines for recommended projects, develop a roadmaps to implement initiatives Maintain knowledge of local government IT topics and trends Participate in regional and national government technology associations Participate in staff/team meetings and training and work effectively as a team player on multiple client projects Work in teams tailored to each client engagement Willingness and ability to travel up to 50% of the time as required You Have Required Qualifications: Bachelor's degree; ideally in information technology, business, or public administration related discipline Five or more years' experience working with any of the following: City or County government technology departments, public sector consulting firm experience with a focus on IT and enterprise applications Demonstrated experience participating in and leading project teams Effective project management and organizational skills Excellent written communication skills including documenting complex technical issues succinctly and logically Excellent verbal and presentation skills including articulating complex issues to a variety of audiences Ability to balance multiple assignments and achieve quality results in a timely manner Ability to create and sustain positive working relationships with staff and diverse constituencies and to work independently as well as collaboratively Adept at using the MS Office suite Preferred Skills and Qualifications: Advanced Degree Project Management Certifications (i.e. PMP or CAPM) Experience in a leadership role in City or County government technology departments Certified Government CIO (CGCIO) Information Technology Infrastructure Library (ITIL) certification(s) and/or experience working in an organization following the ITIL framework Prior consulting experience working for a national or regional consulting firm within their public sector practice Compensation Details The base salary range targeted for this role is $90,000 - $120,000. This position may also be eligible for a discretionary annual bonus based on factors such as company and personal performance. This salary range represents BerryDunn's good faith and reasonable estimate of the range of possible compensation at the time of posting. If an applicant possesses experience, education, or other qualifications more than the minimum requirements for this posting, that applicant is encouraged to apply, and a final salary range may then be based on those additional qualifications; compensation decisions are dependent on the facts and circumstances of each case. The salary of the finalist selected for this role will be based on a variety of factors, including but not limited to years of experience, depth of experience, seniority, merit, education, training, amount of travel, and other relevant business considerations. BerryDunn Benefits & Culture Our people are what make BerryDunn special, and in return we strive to support our employees and help them thrive. Eligible employees have access to benefits that go beyond what's expected to support their physical, mental, career, social, and financial well-being. Visit our website for a complete list of benefits and a look into our culture: Experience BerryDunn. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process or perform essential job functions. Please contact ********************* to request an accommodation. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. About BerryDunn BerryDunn is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide services. Since 1974, BerryDunn has helped businesses, nonprofits, and government agencies throughout the US and its territories solve their greatest challenges. The firm's tax, advisory, and consulting services are provided by Berry, Dunn, McNeil & Parker, LLC, and its attest services are provided by BDMP Assurance, LLP, a licensed CPA firm. BerryDunn is a client-centered, people-first professional services firm with a mission to empower the meaningful growth of our people, clients, and communities. Led by CEO Sarah Belliveau, the firm has been recognized for its efforts in creating a diverse and inclusive workplace culture, and for its focus on learning, development, and well-being. Learn more at berrydunn.com. #BD_CT
    $90k-120k yearly Auto-Apply 31d ago
  • Manager, Lead Generation

    Wipfli 4.3company rating

    Remote job

    At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Responsibilities Provides day-to-day management of a team of Lead Generation Specialists including participating in hiring process, initial onboarding and on-going performance management, and professional development. Identifies and assists in implementing process improvements and refining the Lead Generation Specialist playbook. Coordinates with Marketing and Business Development leadership and team members on campaign and activity design including sales enablement for Wipfli supported offerings. Conducts preliminary research on prospects and promptly follows up on assigned leads for qualification. Participates in call down activities on assigned lists, both prospect targets and impression follow up (website, buyer intent, webinars, downloads, etc.) Lead generation and development of potential prospects. Upon qualification, identifies correct associate to continue the pursuit and passes the lead/opportunity. Prospects for new clients through inbound and outbound activities. Coordinates handoff meetings with relationship executives or pursuit teams. Using industry and offering knowledge, tailors Wipfli's value proposition and capabilities to the individual client's business needs. Tracks activities in CRM and completes administrative functions to ensure client records are accurate and up to date. Responsible for meeting or exceeding individual revenue and other assigned goals. Knowledge, Skills and Abilities Qualifications Bachelor's degree in Marketing, Communications, Business, or other job related major, or an equivalent level of job-related experience 3+ years of experience 1+ years of supervisory experience Preferred Qualifications Experience with Microsoft Dynamics CRM or similar CRM solution Experience with Outreach, ZoomInfo and other sales research and sales acceleration tools Experience with lead generation and/or sales development roles Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL1 #LI-Remote Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************. Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000 with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for a commission plan, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $21k-32k yearly est. Auto-Apply 3d ago
  • Software Solutions Senior - Sage Intacct

    UHY 4.7company rating

    Remote job

    JOB SUMMARYThe Sage Intacct Software Solutions Senior is a key member of the Client Accounting Advisory Services team, responsible for designing, configuring, and implementing Sage Intacct solutions for clients. This role requires deep functional and technical expertise in Sage Intacct, strong accounting knowledge, and the ability to lead implementations from discovery through post-go-live support. The Software Solutions Senior partners closely with clients and internal teams to deliver scalable, high-quality Sage Intacct solutions that align with client accounting workflows and business objectives. This role also provides guidance and mentorship to associate team members.JOB DESCRIPTION Lead the design, configuration, and implementation of Sage Intacct modules, including but not limited to General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Purchasing, Order Entry, Projects, and Multi-Entity environments, ensuring alignment with best practices and client requirements Collaborate with internal stakeholders, including product managers, business analysts, and CAAS team members, to gather client requirements and translate them into effective Sage Intacct solutions Apply a strong understanding of accounting principles and operational workflows to design, configure, and optimize Sage Intacct for client accounting processes Conduct Sage Intacct system implementations across the full project lifecycle, including requirements analysis, solution design, configuration, testing, training, go-live support, and post-implementation optimization Provide end-user training on Sage Intacct functionality, reporting, dashboards, and workflows to drive client adoption and long-term success Prepare and maintain comprehensive implementation documentation, including configuration workbooks, user guides, training materials, and process documentation Provide ongoing Sage Intacct technical and functional support to clients through phone, email, remote access, and the Issuetrak ticketing system Collaborate with cross-functional teams to define and execute testing strategies, including unit testing, user acceptance testing, and validation of financial data accuracy Troubleshoot and resolve complex issues related to Sage Intacct configuration, integrations, data migrations, reporting, and system performance Stay current on Sage Intacct releases, new features, and industry trends to continuously enhance implementation quality and client solutions Partner with stakeholders to prioritize Sage Intacct enhancements and optimization opportunities based on client needs and business impact Conduct Sage Intacct software demonstrations for prospective clients, create pricing quotes, and assist with drafting engagement letters Assist with Sage Intacct vendor invoice processing and allocation to support accurate client billing WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $73k-92k yearly est. Auto-Apply 7d ago
  • Principal- Tax Small Business Advisory (SBA)

    Bonadio & Company LLP 4.1company rating

    Delaware, OH job

    We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: * Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development * Work with an engagement team to successfully service clients in multiple industries * Overall successful completion of client engagements: * Tax compliance, research, correspondence and planning * Develop an understanding of our client's business and aspects of their industry. * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting, cash flow projections and tax planning * Deliver projects/engagements on time, within budget and to client's satisfaction * Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: * A minimum of a bachelor's degree in accounting/related * CPA or EA certification * A minimum of seven years of relevant recent CPA firm experience * Proven ability to provide mentoring and leadership to team * Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base * Proficiency with Microsoft Office Suite inclusive of Teams and Outlook * Willingness and ability to travel as needed Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran
    $84k-108k yearly est. Auto-Apply 60d+ ago
  • Insurance Associate

    ORIX USA 4.7company rating

    Remote job

    The Associate role is primarily responsible for a portfolio of loans to ensure the insurance obligations as required through loan documents and various investor requirements are maintained by analyzing property, liability, and regional perils to mitigate coverage limits, deductible and other identified deficiencies through correspondence with the Borrower and the Agent to bind adequate coverage on an annual basis. Essential Duties and Responsibilities: Knowledge of core insurance coverages such as Property, Liability, Auto, Crime, Wind/Named Storm, Flood, and Earthquake etc. Review insurance policy renewal information from borrowers and or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements. Ability to remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower. Respond timely to inquiries from internal and external customers, ensuring that the proper notification, escalation, communication, and coordination occurs with management related to the performance of job duties, as needed. Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead as needed. Utilize the Servicing System and other software applications to facilitate insurance reviews. Stay abreast of regulatory requirements relative to the various product types and ensure team members are aware of any internal or external policy or regulatory changes, as appropriate. Other projects and duties as assigned. Education, Skills and Experience: Required: At least 1-3 years of experience in commercial real estate mortgage industry of insurance compliance processing and/or experience in Commercial Insurance selling, underwriting or claims Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail. Ability to manage multiple assignments and transactions simultaneously. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment. Proficiency in Microsoft Office Preferred: Bachelor's degree preferred but not required. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $113k-167k yearly est. Auto-Apply 18d ago
  • Manager, Outsourced Accounting - Technology Industry Clients

    Wipfli 4.3company rating

    Remote or Philadelphia, PA job

    At Wipfli, people count At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. This role can be worked remotely from anywhere in the US. Responsibilities Responsibilities: Review financial reporting packages and work papers for quality, completeness, and timely delivery. Prepare and analyze benchmarking data and key performance indicators to support client insights. Present completed reporting packages and findings to clients as directed. Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms. Provide technical accounting support to clients and their teams on complex issues. Identify operational inefficiencies through client discovery sessions and recommend actionable improvements. Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters. Knowledge, Skills and Abilities Qualifications: Bachelor's degree in Accounting, Finance, or Business. 4-6 years of experience in public or private accounting. 3+ years managing associates and/or teams. Professional certification (e.g., CPA, CMA) preferred. Proficiency in financial reporting and analysis. Strong planning, prioritization, and organizational skills. Strong project management and relationship-building skills, with a client-first mindset. Excellent written, verbal, and presentation skills. Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite and a demonstrated ability to embrace new technologies. Demonstrated ability to influence others, promote constructive change, and develop team members. Ability to travel up to 10% Elyse Schultz from Wipfli's recruiting team will be guiding you through this process. Visit her LinkedIn Page to connect! #LI-HYBRID #LI-ES1 Additional Details Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at ************* Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
    $88k-112k yearly est. Auto-Apply 47d ago

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